Zheng Quan Shi Bao Wang·2026-01-13 02:42Group 1 - The core viewpoint of the news is that the innovative drug sector is experiencing a strong surge, with several companies seeing significant stock price increases due to supportive regulatory measures from the National Medical Products Administration (NMPA) aimed at promoting innovative drug development [1] - The NMPA plans to implement precise policies by 2026, focusing on the establishment of a data protection system for drug trials and a market exclusivity system for pediatric and rare disease medications [1] - As of 2026, several new drugs have already been approved, including products from companies like Hengrui Medicine and Zai Lab, with expectations that around 20 major new drugs will receive approval in 2026, covering various therapeutic areas [1] Group 2 - According to Guojin Securities, since 2025, the heat of AI pharmaceutical technology has been rising, and the global innovative drug market remains robust, leading to increased attention in the domestic biopharmaceutical investment sector [2] - The investment strategy for the CXO industry in 2026 focuses on two main lines: prioritizing leading companies with technological advantages and high overseas business ratios to mitigate domestic market uncertainties [2] - The recovery in domestic biopharmaceutical investment is expected to benefit various CRO segments, indicating potential long-term investment value [2]